Share project context between AI agents

A project handoff works best as a small, current brief. A long conversation can mix completed work, abandoned ideas and decisions that have since changed. Separate those before asking another assistant to continue.

Build a brief around the next task

Include five things: the goal, confirmed decisions, dated sources, open questions and the next task. Keep uncertainty visible.

Fictional example: a checkout team is improving its payment-error message. This is a handoff template, not a captured session or customer result.

• Goal: explain a failed payment without losing the customer's cart.
• Decision: keep the cart after a payment failure.
• Source: the October 16 design note, “Checkout error states.”
• Open question: should retry use the same payment method?
• Next task: inspect the current checkout code and propose a correction. Do not change retry behavior until the open question is resolved.

The source is something the receiving assistant should inspect, not a reason to trust the brief blindly. If the current code contradicts the note, ask it to explain the difference.

Ask for evidence before a summary

Find the latest context for [project]. Separate confirmed decisions, unresolved questions and completed work. Give the source and date for each important point. End with a short handoff for [next task]. Mark missing evidence rather than filling it in.

Review the result before moving it. Keep a source reference with each decision. If a later note supersedes an earlier one, say what changed; the most recent mention is not necessarily a new decision.

You can maintain this brief in a project document and give it to both assistants, or connect them to a shared context source. Either approach still needs a check against the work as it stands now.

Check what the receiving agent can see

Retrieve the latest context for [project]. Tell me which sources you used and what remains uncertain. Before making changes, compare that context with the current files and propose the next step. If a source is unavailable, name it.

A shared source does not give every client the same permissions, tools or conversation history. Connect each assistant separately. If you paste a brief, include the relevant evidence or accessible references instead of assuming the new session can open the original chat.

1. Ask about one decision whose answer you already know.
2. Check its source and date, including any later correction.
3. Confirm a finished task is not still listed as unfinished.
4. Confirm an open question is still presented as a question.
5. Review the next action before allowing consequential changes.

Where Cachejay fits

Cachejay organizes captured work from your Mac and makes it available to connected AI apps. That includes work outside the chat and supported coding-agent sessions. The agent-context page explains available context; see Claude setup or Codex setup for connections.

Captured text, transcripts, supported sessions and notes sync to your Cachejay account by default. Screenshot-file upload is a separate, optional setting. Hosted summaries and connected assistants can also process retrieved text. Review privacy and data controls before connecting sensitive work.

When context is missing

Check the connection, project name and date window. Then check whether the relevant work was captured at all: paused capture, exclusions and retention limits can leave gaps. A remote assistant needs the relevant synced material; local files are not automatically available to it.

Resolve the gap or provide a reviewed brief yourself. Start with one harmless project and one known decision, rather than treating a fluent summary as proof that the handoff worked.